AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,322
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$12.5M
3 +$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
3 Industrials 3.39%
4 Healthcare 2.61%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NTRA icon
2051
Natera
NTRA
$31.7B
$483 ﹤0.01%
3
-1
CLH icon
2052
Clean Harbors
CLH
$12.9B
$464 ﹤0.01%
2
PEGA icon
2053
Pegasystems
PEGA
$9.91B
$460 ﹤0.01%
8
IPG
2054
DELISTED
Interpublic Group of Companies
IPG
$447 ﹤0.01%
16
VNO icon
2055
Vornado Realty Trust
VNO
$6.68B
$446 ﹤0.01%
11
PSQH icon
2056
PSQ Holdings
PSQH
$59.6M
$445 ﹤0.01%
233
RBA icon
2057
RB Global
RBA
$19.1B
$433 ﹤0.01%
4
DPZ icon
2058
Domino's
DPZ
$14.8B
$432 ﹤0.01%
1
-1
WCC icon
2059
WESCO International
WCC
$12.6B
$423 ﹤0.01%
2
QS icon
2060
QuantumScape
QS
$6.52B
$419 ﹤0.01%
+34
EXEL icon
2061
Exelixis
EXEL
$11.2B
$413 ﹤0.01%
10
CPB icon
2062
Campbell Soup
CPB
$8.55B
$411 ﹤0.01%
13
+8
GEO icon
2063
The GEO Group
GEO
$2.32B
$410 ﹤0.01%
+20
UHS icon
2064
Universal Health Services
UHS
$14B
$409 ﹤0.01%
2
-1
U icon
2065
Unity
U
$19.1B
$400 ﹤0.01%
10
MIDD icon
2066
Middleby
MIDD
$7.42B
$399 ﹤0.01%
3
-2
TXNM
2067
TXNM Energy Inc
TXNM
$6.41B
$396 ﹤0.01%
7
JAZZ icon
2068
Jazz Pharmaceuticals
JAZZ
$10.3B
$395 ﹤0.01%
3
STAG icon
2069
STAG Industrial
STAG
$6.94B
$388 ﹤0.01%
11
TDOC icon
2070
Teladoc Health
TDOC
$1.32B
$387 ﹤0.01%
50
WB icon
2071
Weibo
WB
$2.49B
$384 ﹤0.01%
31
LAZR icon
2072
Luminar Technologies
LAZR
$24.4M
$382 ﹤0.01%
200
-3
BPOP icon
2073
Popular Inc
BPOP
$8.12B
$381 ﹤0.01%
3
INVH icon
2074
Invitation Homes
INVH
$16.5B
$381 ﹤0.01%
13
LI icon
2075
Li Auto
LI
$16.9B
$380 ﹤0.01%
15